Connecting your Accounts

Description

Vue Finance offers direct connections to over 14,000 Financial Institution in order to import your financial data seamlessly. Once connected, you'll be able to sync your accounts data. This includes the balance, transactions, and holdings.

This allows you to have a single place to see all of your investment and banking related accounts without aggregating the information manually.

Instructions:

1. Navigate to the Integrations Page.

2. Click "Open" on the "Vue Connect" Integration.

3. Search for your financial institution.

4. Please note that some institutions, like JPMorgan & Chase Co., will have a connection for banking ("Chase Bank") and another connection for Investment accounts ("Chase Bank - Investment Services")

5. Follow the on-page instructions for connecting to that institution.

6. Close the "Vue Connect" popup and your accounts will begin importing. Once the process has completed you should see your accounts with the current balance along with transactions and holdings.

7. Please note that we import the data from connected accounts on a nightly basis. If you need to most up to date information, sync your accounts manually.

Bonus:

We not only connect to banking sources. Try searching for your favorite online investment services like Betterment, Fundrise, Lending Club, and more.